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Starlink Mobile’s D2D TAM faces link-budget scrutiny as SpaceX’s opportunity model underperforms

SpaceX argues Starlink Mobile represents a very large total addressable market for direct-to-device connectivity, but commentary from industry observers questions the feasibility of the approach. The concern centers on whether the D2D link budget can reliably deliver service at the scale implied by SpaceX’s market sizing.

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SpaceX abandoned rocket stage to impact the Moon Aug. 5 after sending two commercial lunar landers

An abandoned SpaceX rocket stage launched in January 2025 is expected to strike the Moon in the early hours of Aug. 5 (UTC), traveling at roughly 8,700 km/h. The impact will occur after the stage delivered two commercial lunar landers, and scientists say they are uncertain about the resulting ejecta-plume conditions for model calibration.

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